Advisor at Weitz Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Weitz Investment Management, Inc.
Location
Omaha, NE 68131-3312
Credentials
Series 63, Series 66
Industry experience
20 years
Ryan Holloman is a financial advisor with Weitz Investment Management, Inc. in Omaha, NE, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Weitz Securities, Tortoise Securities, Tortoise Investment Partners, Montage Securities, and Montage Investments. Weitz Investment Management primarily provides discretionary investment management to pooled vehicles and institutional separate accounts, including the Weitz Funds and exchange-traded funds. The firm manages equity and fixed-income strategies for institutional clients, high-net-worth individuals, trusts, estates, and charitable organizations, focusing on quality businesses and targeted debt profiles without market timing.
Based on Weitz Investment Management, Inc.
$0 - $35,000,000: 0.60% $35,000,000 - $50,000,000: 0.50% $50,000,000 - > $50,000,000: 0.40%
Account minimum: $10,000,000
3555 Farnam Street, Suite 800
Omaha, NE 68131-3312
Nebraska
Weitz Securities, Inc
2022 - Present (4 years)
Tortoise Securities
2017 - 2022 (5 years)
Tortoise Investment Partners, Llc
2016 - 2022 (6 years)
Montage Securities
2015 - 2017 (2 years)
Montage Investments
2015 - 2016 (1 year)
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Is active or affiliated with:
Broker-dealer / trader
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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